Set the territory
Review markets and territory information so your team knows where its work belongs.
FIELD SALES & OPERATIONSA clear plan for the field.
A clear plan for the field.
A connected view for the office.
Give your team a shared view of territory and a focused workspace for the day. Connect the doors they work to leads, appointments, customer records, and pay.
Illustrative product views · Northstar Home · Sample dataTry the tabs above ↗
FROM START TO NEXT STEP
A plan outside. A clear view inside.
Work the day
Representatives open their assigned work, manage follow-ups, and keep customer information with the opportunity.
Bring the result back
Review activity and outcomes in the office. Continue the customer journey through appointments, orders, and earnings.
Find Leads across Bloom
Explore discovery and outreach across Bloom.
FOLLOW THE WORK, STEP BY STEP
Follow a real workflow.
Choose a use case to see the steps, the outcome, and what you need to get started.
Plan a day in the field
From territory coverage to accountable follow-up.
- 01Review the territory
- 02Assign the work
- 03Open the rep workspace
- 04Record visit outcomes
- 05Follow up with the customer
What you leave with
Field activity that can continue into the sales workflow.
What you need to start
Configured territory data, field assignment, permitted device and account access.
Workflow illustration · The product views above show the interface.
INSIDE FIELD OPERATIONS
The field and office, working from the same story.
See how the pieces connect. Open a group below for the tools, details, and where to find them.
TERRITORY
A plan for the day
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Assigned territory · sample routeREP WORKSPACE
Work your next stop
Oak StreetVisit assignedNext
Maple AvenueReturn in the afternoonFollow-up
Park LaneVisit outcome recordedReviewed
BACK AT THE OFFICE
Keep it connected
Visit notesCustomer context retained
AppointmentContinue the sales conversation
Orders & earningsReview recorded outcomes
01Set the context02Prepare the work03Review the next step
01Plan the territoryConnect the geographic view to the people doing the work.3 tools
Territory map
Review configured markets and geographic coverage, inspect territory detail, and use the map to plan field work.
Territory mapAssignments & territory detail
Keep ownership and assigned territory visible to the manager and field representative.
Territory detailData coverage
Review the available territory data and its source or processing state before relying on it. Coverage is not universal.
Territory Data02Work the route and follow throughThe field visit is the start of a customer workflow.3 tools
Rep workspace
Give the representative a daily starting point for assigned work, leads, follow-ups, and results.
My Day / Rep workspaceDoor and lead activity
Record field outcomes and continue with the corresponding customer, appointment, or follow-up.
Map → Door / lead detailPerformance & pay
Review rep activity and earnings through the applicable performance and Pipeline & Pay views.
Performance · Pipeline & PaySCOPE & AVAILABILITY
Field seats require the shared Platform base. An applicable Full license must not be charged a duplicate Field license. Maps and territory coverage depend on the configured data.
PLANS & SCOPE
Equip the people doing the work.
See the starting price, then check the allowances and any extra costs. Your accepted offer confirms the final scope.
Compare all Bloom plans ↗Start hereFind your fit
Field seats on the Bloom platform$129/field seat/month
Requires the $399/month platform base. A three-field-seat configuration starts at $786/month.
Full seats are $199/month. Modules, communications, additional services, and custom implementation are scoped separately. Territory coverage depends on the data configured for your business.Scope, allowances & extra costs
Open any item for the details.
Shared Platform base$399/month+
One company base, not a base fee per representative.
Field seat$129/person/month+
Three Field seats plus the shared base: $786/month.
Full-seat alternative$199/person/month+
Do not add a duplicate Field fee for the same person covered by an applicable Full license.
USD · Catalog and Bloom Build Plans & Services checked October 5, 2026. Your accepted offer governs billing and activation.
THE DETAILS THAT MATTERGood questions.
Good questions.
Clear answers.
Can managers and reps have different access?+
Yes. Roles and seat configuration determine which workspace and actions a person can access.
Is every market included automatically?+
No. Territory and market coverage depend on the information and services configured for your organization.
Does field activity connect to customer follow-up?+
Yes. The field workflow connects to leads, appointments, customer status, and the supporting sales records.
Show us the work.
We’ll help connect it.
Walk through your people, processes, and priorities with the Bloom team.